PFS Investments’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.29M | Buy |
47,999
+1,310
| +3% | +$117K | 0.07% | 244 |
|
|
2023
Q1 | $4.67M | Sell |
46,689
-30,517
| -40% | -$3.05M | 0.08% | 208 |
|
|
2022
Q4 | $6.71M | Buy |
77,206
+3,152
| +4% | +$274K | 0.13% | 154 |
|
|
2022
Q3 | $6.99K | Buy |
74,054
+4,537
| +7% | +$428 | 0.13% | 133 |
|
|
2022
Q2 | $6.56M | Buy |
69,517
+28,010
| +67% | +$2.64M | 0.13% | 158 |
|
|
2022
Q1 | $5.69M | Sell |
41,507
-23,523
| -36% | -$3.23M | 0.11% | 180 |
|
|
2021
Q4 | $10.1M | Buy |
65,030
+21,049
| +48% | +$3.26M | 0.2% | 126 |
|
|
2021
Q3 | $7.78M | Buy |
43,981
+11,474
| +35% | +$2.03M | 0.16% | 136 |
|
|
2021
Q2 | $5.76M | Buy |
32,507
+1,362
| +4% | +$241K | 0.13% | 150 |
|
|
2021
Q1 | $5.75M | Buy |
31,145
+1,465
| +5% | +$270K | 0.15% | 144 |
|
|
2020
Q4 | $5.32M | Buy |
29,680
+3,704
| +14% | +$663K | 0.15% | 140 |
|
|
2020
Q3 | $3.22M | Buy |
25,976
+3,117
| +14% | +$387K | 0.11% | 154 |
|
|
2020
Q2 | $2.55M | Sell |
22,859
-6,423
| -22% | -$716K | 0.09% | 147 |
|
|
2020
Q1 | $2.83M | Buy |
29,282
+11,547
| +65% | +$1.12M | 0.12% | 125 |
|
|
2019
Q4 | $2.57M | Buy |
17,735
+8,696
| +96% | +$1.26M | 0.1% | 128 |
|
|
2019
Q3 | $1.18M | Buy |
9,039
+4,469
| +98% | +$582K | 0.05% | 138 |
|
|
2019
Q2 | $651K | Buy |
+4,570
| New | +$651K | 0.03% | 136 |
|